When you navigate to the Projects section and click the + button, you’ll be prompted to choose which type of project you’d like to create. Wrkdn offers two types:
One‐Time Project – For data requests and tasks that have a clear endpoint.
Ongoing Project – For tasks that continue indefinitely or run on a set schedule.
In this guide, we’ll focus on creating an Ongoing Project.
Step 1: Fill Out Basic Project Details
Select Ongoing Project to get started.
Add a name, description, and any AI Workers you’ve already created.
You can also specify Domain Expertise, Restrictions, or Integrations if needed.
Click Next when you’re ready to move on.
Step 2: Define Goals & Tasks
On the Goals Settings screen, you can:
Provide a brief Project Description (what the project aims to achieve).
Add Goals or milestones you’d like your AI Workers to accomplish.
Create Tasks your AI Workers will perform on a regular basis (e.g., reports, data analysis, customer support tasks).
Step 3: Set Triggers & Finalize
Finally, choose the Trigger for when and how your project should run—this might be a schedule (e.g., daily, weekly), an event, or a manual start. Once you’re done, click Next or Finish to finalize your project.
Editing Your Ongoing Project
If you want to change tasks, goals, or the project description later, you can always revisit this project from the Projects dashboard and make updates. That’s it! Your Ongoing Project is now ready to start running with your AI Workers.